Colleen Perry Email & Phone Number
Client Service Team Lead @ EPIC Retirement Plan Services
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Colleen Perry Location
- Peoria, IL, US
Colleen Perry Work
- Client Service Team Lead @ (April 2020 - Present)
- Assistant Vice President of Compliance Services @ ABG Retirement Plan Services, now part of EPIC Retirement Plan Services (September 1994 - April 2020)
- Teller and Savings Counselor @ Morton Federal Savings Bank (June 1987 - September 1994)
Colleen Perry Education
- University of Phoenix
Bachelor of Business Administration (B.B.A.) (Business Administration and Management, General)
2009-2011 - Illinois Central College
Applied Science (Finance)
1989-1994
Colleen Perry Skills
- 401k
- Account Management
- Advertising
- Asset Allocation
- Business Development
- Customer Service
- Defined Benefit
- Employee Benefits
- Insurance
- Investments
- Leadership
- Microsoft Excel
- Microsoft Office
- Mutual Funds
- PowerPoint
- Retirement
- Retirement Planning
- Strategic Planning
- Team Building
- Troubleshooting
Colleen Perry Summary
- Colleen Perry, based in Peoria, IL, US, is currently a Client Service Team Lead at EPIC Retirement Plan Services. Colleen Perry brings experience from previous roles at ABG Retirement Plan Services, now part of EPIC Retirement Plan Services and Morton Federal Savings Bank. Colleen Perry holds a 2009 - 2011 Bachelor of Business Administration (B.B.A.) in Business Administration and Management, General @ University of Phoenix. With a robust skill set that includes 401k, Account Management, Advertising, Asset Allocation, Business Development and more. Colleen Perry has 1 emails and 1 mobile phone numbers on RocketReach.
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